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Building Custom Report with ACT! by Sage 2007 (9.0) Version 9.0.1.162

New Member
Posts: 3
Country: USA

Building Custom Report with ACT! by Sage 2007 (9.0) Version 9.0.1.162

I am using ACT! by Sage 2007 (9.0) Version 9.0.1.162 and am trying to build custom reports. I have been able to create basic reports from scratch as well as edit the templates already made but am having trouble getting what I want. Maybe it is not possible... Who knows.

 

Here is the situation... I have 2 products I sell. Both products are entered in as an opportunity (normally at the same time). I also assign the contact to a group depending on who it came from. Currently I am working with 5 different Groups.

 

Example:

XYZ Company is assigned to Group A

Product 1 is entered in as an open opportunity

Product 2 is entered in as an open opportunity

 

The information I would like to include in my report is as follows:

 

Section 1

Group Name

Company Name - Status - Opportunity Name - Est Close - Total Weighted

Section 2

Summary Totals for Group (Header)

Product 1 - Closed-Won

                 Open

                 Closed-Lost

Product 2 - Closed-Won

                 Open

                 Closed-Lost

 

I want Section 2 to calculate the totals (in currency) for each group as they are defined by the Status.

 

Can this be done and if so can anyone direct me on how to accomplish this?

 

Any help that can be provided will be greatly appreciated.

 

Thank you in Advance,

Scott

Platinum Elite Contributor
Posts: 6,652
Country: USA

Re: Building Custom Report with ACT! by Sage 2007 (9.0) Version 9.0.1.162

From reading your description of what you want in the report, I think a template could be created that would work but I could not be sure without examining the records in the database. I suspect that the template would require some complex scripting.
Roy Laudenslager
ACT! Certified Consultant
ACT! Report Expert
Durkin Impact Report Designer
www.techbenders.com
royel@techbenders.com
541-343-8129